Use this screen to assign allowance codes to employees.
An allowance is a monetary allotment that can be associated with certain company expenses. The allowance, for instance, might be used for meals or automotive expenses.
You can assign multiple allowances to each employee.
You establish allowance codes in the Allowances screen (People\Configure\Payroll).
You must initialize this screen after you define allowance codes in the Allowances screen (People\Configure\Payroll).
You must execute the Create Employee Allowance Timesheet Lines utility in order to generate the allowance information you establish in this screen. You should execute this utility before you post labor.
Employee *
Enter, or use Lookup to select, the employee ID. The employee name displays in the adjacent, non-editable field.
Enter, or use Lookup to select, the allowance code.
This non-editable field displays the allowance description.
Enter the amount or percentage for this allowance.
Enter, or use Calendar Lookup to select, the effective date for this allowance.
If you do not enter a date, the allowance becomes effective immediately.
Enter, or use Calendar Lookup to select, the date the allowance will end.
If you do not enter a date, the allowance will continue indefinitely.
Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the project to be charged for this allowance.
You must enter data in this field if you entered a project-required account in the Default Account field.
Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the account to be charged for this allowance.
Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the organization to be charged for this allowance.
Enter, or use Lookup to select, the withholding state for this employee.
If you are licensed to use the Payroll applications and you selected the Multi State Withholding Taxes checkbox in the Pay Periods screen, the W/H State field will be required on the timesheet line.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the GLC (General Labor Category) to be used for this allowance.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the PLC (Project Labor Category) to be used for this allowance.
You must enter data in this field if the project you entered in the Default Project field requires a PLC.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the labor location or local to be used for this allowance.
This field is required if you selected the Require Labor Location on Timesheet checkbox in the Labor Settings screen.
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Note: This field will be labeled Default Local if you selected the Enable Union Functionality checkbox in the Labor Settings screen. If you did not select the Enable Union Functionality checkbox in the Labor Settings screen, this field will be labeled Default Labor Location. |
Default Workers' Compensation *
Enter, or use Lookup to select, up to six alphanumeric characters to identify the workers' compensation code to be used for this allowance.
Enter, or use Lookup to select, the reference information to be charged for this allowance.
You can modify the reference field heading in the G/L Settings screen to better suit the needs of your company.
Reference numbers are commonly used in conjunction with Impromptu reports.
Enter, or use Lookup to select, the reference information to be charged for this allowance.
You can modify the reference field heading in the G/L Settings screen to better suit the needs of your company.
Reference numbers are commonly used in conjunction with Impromptu reports.
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Note: Since the Labor Settings screen is not available in this web version, you must make settings changes in the client/server version. After you complete your settings modifications, you must return to the web version and access the Reload Global Settings screen (Administration\Utilities\System Administration). This utility establishes continuity between the web and client/server environments. Select the appropriate checkbox and click the Action icon to execute synchronization. |
* A red asterisk denotes a required field.
Changes to this screen update the EMPL_ALLOW_CD (Employee Allowance Code) table.
The ALLOWANCE_CD (Allowance Code) is a source table whose data is evaluated as you modify information in this screen.
